Invoice Processing

The Invoice Processing solution automates the retrieval and registration of invoices received through email or stored in a designated local folder into M3 Accounts Payable (AP). It leverages Robotic Process Automation (RPA), and Infor Document Processing (IDP) with GenAI technologies to streamline operations.

To reduce the time spent on manual data entry and to improve accuracy, these tasks are automated:

• Pick up invoice files from unread emails or a designated local folder using RPA.
• Extract relevant information from the file by using IDP with GenAI.
• Look up M3-specific details such as supplier number, item code, and charge element based on the extracted information.
• Upload the invoice document with selected attributes in Infor Document Management (IDM).
• Register invoice in M3 Accounts Payable (AP) through the 'Supplier Invoice Batch. Open' (APS450) program.
• Send Inbox notification to a group or single user confirming the RPA process completion.
• Any exceptions, such as missing information or failing validation, are sent to RPA Review Center for manual review and correction.

When a supplier invoice is received in 'Supplier Invoice Batch. Open' (APS450), the automated process continues using standard M3 functionality for invoice matching against purchase orders (PO) or expense accounting, followed by payment approval.

A thumbnail of the invoice document is available in all relevant Accounts Payable and General Ledger panels. To access the full-size document, click the thumbnail in the related information widget in the Smart Panel.